AMERICAN RETIREMENT & INVESTMENT STRATEGIES, LLC of GLOUCESTER, MA is an SEC-registered investment adviser (CRD 139482). Regulatory assets under management: $103.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Other.
| Name | Role | Location |
|---|---|---|
| BERNSTEIN DANIEL ADAM | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| GRELLA JOSEPH MATTHEW | MANAGING MEMBER | — |
| D'ANNIBALE WILLIAM ELEUPERIO | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |